AI Data Center Demand Is Growing Too Fast. That's an Opportunity for Bloom Energy.

Artificial intelligence (AI) is a powerful tool, and it's likely to change the world in interesting, if not incredible, ways. But AI doesn't exist in a vacuum. The hardware that supports it needs to be housed and powered. The infrastructure buildout to do those two things is going to be massive, and it will be hard for one specific sector to keep up: utilities. But Bloom Energy (NYSE: BE) is ready to step into the gap. Here's what you need to know.Artificial intelligence systems are basically just high-end computers running powerful software. Those computers -- servers -- are housed in data centers and require the lifeblood of electricity, both to power them and to keep them cool. If you don't have a serious amount of electricity to dedicate to those needs, you can't have an AI data center. This creates a problem for the AI industry.Image source: Getty Images.Continue reading

May 11, 2025 - 23:35
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AI Data Center Demand Is Growing Too Fast. That's an Opportunity for Bloom Energy.

Artificial intelligence (AI) is a powerful tool, and it's likely to change the world in interesting, if not incredible, ways. But AI doesn't exist in a vacuum. The hardware that supports it needs to be housed and powered. The infrastructure buildout to do those two things is going to be massive, and it will be hard for one specific sector to keep up: utilities. But Bloom Energy (NYSE: BE) is ready to step into the gap. Here's what you need to know.

Artificial intelligence systems are basically just high-end computers running powerful software. Those computers -- servers -- are housed in data centers and require the lifeblood of electricity, both to power them and to keep them cool. If you don't have a serious amount of electricity to dedicate to those needs, you can't have an AI data center. This creates a problem for the AI industry.

Image source: Getty Images.

Continue reading